- Founder of world’s largest hedge fund says ‘cash is trash’ as the Dow soars to records (Yahoo! Finance)
- EXCLUSIVE: Trump promises ‘very big’ middle-class tax cut, trade deals, and health care in second term (Fox Business)
- At Davos, Kudlow touts huge wage gains among blue-collar worker (Fox Business)
- Monopoly Power and the Malfunctioning American Economy (Institutional Investor)
- Trump expects EU trade deal before November election (Financial Times)
- Americans Don’t Want to Drive Electric Cars (24/7 Wall St.)
- Trump Says Dow Would Be 10,000 Points Higher Without Fed’s ‘Big Mistake’ (MarketWatch)
- Bets on BOE Rate Cut Fall Below 50% as Factory Optimism Jumps (Bloomberg)
- Nio’s stock has soared 60% during 9-day win streak through Tuesday (MarketWatch)
- GOLDMAN SACHS: Stocks that pay huge dividends are historically cheap. Here are the 12 poised to make the biggest payouts to investors through 2021. (Business Insider)
Category: What I’m Reading Today
Be in the know. 10 key reads for Tuesday…
- The Most Popular Small Caps Underperformed Last Year. They’re Perking Up in 2020. (Barron’s)
- Small Dogs Offer Incredible Dividend Yields (Barron’s)
- Asked if he wants to get off the train in the bull run, Paul Jones said, “Not really. The train has got a long, long way to go if you think about it.” (CNBC)
- The Davos Plutocrats Warm Up to Trump (New York Times)
- Liberty Global Signals U.K. Expansion With New Broadband Unit (Bloomberg)
- U.S. tech stocks ‘most crowded’ trade for bullish investors: BofA survey (Reuters)
- This Shale Giant Is Ready For A Rebound (Yahoo! Finance)
- Trump touts ‘blue collar boom’ in speech to global elite (Fox Business)
- Trump Slams Impeachment “Hoax” & Climate Change “Prophets Of Doom” During Davos Address (ZeroHedge)
- Trump’s Former Economic Chief Gary Cohn Predicts No Recession (Bloomberg)
Be in the know. 6 key reads for Martin Luther King Day…
- ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
- Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
- Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
- OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
- Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
- British Pound Shows Signs of Strength Before Brexit (Bloomberg)
Be in the know. 25 key reads for Sunday…
- How the SECURE Act Affects Investors (U.S. News and World Report)
- A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
- Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
- The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
- Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
- ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
- The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
- The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
- The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
- Bill Miller 4Q 2019 Market Letter (Miller Value)
- The Secretive Company That Might End Privacy as We Know It (New York Times)
- Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
- Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
- A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Europe is rediscovering its penchant for statist intervention (The Economist)
- Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
- The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
- The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
- China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
- Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
- How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
- Connecticut’s Bold Population Goal (U.S. News & World Report)
- Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
- Inside Jared Kushner’s Unusual White House Role (Time)
Be in the know. 15 key reads for Saturday…
- Tepper, Druckenmiller Say Theyâre âRidingâ Market Rally (Bloomberg)
- OPEC secretary general says oil demand has âupside potentialâ (CNBC)
- Tesla and 25 Other Stock Picks from Barronâs Roundtable Panelists (Barron’s)
- Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
- Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
- Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
- Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
- Barronâs Beat the Stock Market Last Year. Hereâs How We Did It. (Barron’s)
- These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
- Pharma and Biotech Arenât Worried About Democratsâ Attacks Against Drugmakers (Barron’s)
- Oilâs Minnows Need to Start Earning Their Keep (Bloomberg)
- Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
- Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
- Bob Iger â CEO and Chairman of Disney (#406) (Tim Ferriss Show)
- Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)
Be in the know. 5 key reads for Friday…
- Peak Permian Oil Output Is Closer Than You Think, Investor Says (Yahoo! Finance)
- Gap Stock Is Soaring After Company Scraps Old Navy Spinoff (Barron’s)
- TikTok Revenues Are Exploding (Barron’s)
- The U.S. Natural Gas Boom Is On Its Last Legs (Yahoo! Finance)
- Here Are the Emerging-Market Bonds to Watch If Oil Spikes Again (Barron’s)
Be in the know. 10 key reads for Thursday…
- China says trade deal good for all, media discourages ‘nitpicking’ (Reuters)
- “Are you tired of winning yet?” Stock Market (and Sentiment Results)… (ZeroHedge)
- U.S. Energy Industry Looks for Clarity in China Trade Deal (New York Times)
- Morgan Stanley Downgrades Tesla (TSLA) to Underweight, Raises PT (Street Insider)
- Why Raymond James Top MLPs to Buy Also May Be 2020 Best Income Ideas (24/7 Wall Street)
- Morgan Stanley 4Q earnings smash Wall Street estimates as revenue jumps across the board (Business Insider)
- Intuitive Surgical CEO Cracks The Da Vinci Code Of Success For You (Investor’s Business Daily)
- 2020 Could Be the Year for Small-Caps. Buy Only the Best. (Barron’s)
- Things May Be Looking Up for Hedge Funds (Institutional Investor)
- Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (Bloomberg)
Be in the know. 10 key reads for Wednesday…
- Bridgewater’s Greg Jensen sees gold rallying as central banks ease (Financial Times)
- Burger King offers Prince Harry a job (New York Post)
- US natgas production to slip for first time since 2016 (Financial Times)
- FOX Business EXCLUSIVE: Breakdown of China’s $200B buys from America under historic phase one trade deal (Fox Business)
- This Is What Sets Top-Performing Hedge Fund Managers Apart (Institutional Investor)
- It May Be Time to Shop for Shares of U.K. Property Firms (Barron’s)
- Sen. Rob Portman: Trump’s Trade Deal Forces China to Start Playing by the Rules (Barron’s)
- Are Amazon and FedEx Really Ready to Be Friends Again? (24/7 Wall Street)
- The Fed (Mostly) Didn’t Cause the Latest Stock Market Melt-Up (Wall Street Journal)
- Nio’s stock soars on heavy volume after report of funding secured (MarketWatch)
Be in the know. 12 key reads for Tuesday…
- Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
- Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
- JPMorgan posts record profit in strong start to US earnings season (Financial Times)
- Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
- For Howard Marks, Investing Is Like a Game (Institutional Investor)
- Hedge fund puts $550m into technology stock option financing (Financial Times)
- EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
- 2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
- Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
- Worry over ‘Japanification’ of the economy is overblown (Barron’s)
- Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
- Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)
Be in the know. 12 key reads for Monday…
- Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
- Trump administration nears decision on LNG shipping by train (Financial Times)
- Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
- Commodities may not stay cheap forever (Financial Times)
- History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
- Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
- Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
- Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
- China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
- Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
- U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
- Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)